Financial Crisis Affecting Electronics Industry
We have noted before on this blog that the electronics industry will not be immune to the downturn in the US Economy and that the financial impact will have some effect on the consumer electronics industry. Business Week recently wrote about the predicted downturn. According to Business Week:
Spending on electronics and appliances fell 13.8% in September, compared with 5.5% in August, according to MasterCard Advisors' SpendingPulse service, which provides data on MasterCard (MA) transactions. Electronics retailer Best Buy (BBY) may have had a 9% to 10% sales decline in the second half of September, according to Bernstein Research analyst Craig Moffett, citing company filings. The financial crisis that's crimping interbank lending and dragging down stocks accelerated in the second half of last month.
Sales of big-ticket items such as flat-screen TVs may be in for the biggest drubbing, analysts say. Rather than pony up for a new high-definition TV set, many consumers with analog TVs may simply opt for sub-$100 digital TV converter boxes as they gear up for the February 2009 deadline for the digital-TV transition. "HDTV sales may be the next shoe to drop," Moffett wrote in a recent report. That bodes ill for manufacturers like Sony (SNE), Samsung, and LG. Fewer TV purchases could in turn have an impact on satellite-TV providers DirecTV (DTV) and DISH Network (DISH), whose sales of service packages are closely linked to new TV purchases, Moffett reckons.
Makers of high-end laptops also have cause for concern, says Roger Kay, founder of consultancy Endpoint Technologies Associates. Apple said on Oct. 14 that it's shaving $100 off the price of its entry-level MacBook (BusinessWeek.com, 10/15/08). Other manufacturers may follow suit or roll out more ultramobile PCs, smaller, less powerful laptops that can cost $50 to $200 less than laptops, Kay says. So far, that category of machines "has not cannibalized our notebook sales," says Mark Hill, general manager for U.S. sales. Nor has Acer detected a slowdown in demand, he says.
Declines in the consumer electronics industry will definitely impact the entire electronics value chain. Right from the raw material suppliers, through to the PCB manufacturers, chipset manufacturers, silicon foundries, computer manufacturers etc. This value chain is predominant in Taiwan and therefore the negative effect of a worsening global economy may be magnified in Taiwan.
The technology industry in Taiwan is the predominant industry and tech companies make up a large portion of the TAIEX. Also, a lot of Taiwanese people have a lot of their wealth invested in the markets. Any decline in the market will significantly impact their desire to spend.
No doubt there will be interesting times ahead for many companies here in Formosa. Some industries will at a guess consolidate and over the short term there maybe cutbacks and layoffs but, when the economy improves, those companies left standing will have a lot of opportunities.
金融危机影响电子行业
我们注意到在这个博客,电子行业也将影响到美国经济低迷,金融冲击会产生一些影响消费电子行业。商业周刊最近写了关于预测衰退。据商业周刊:
消费电子产品和家用电器在九月下降了13.8%,与5.5%相比,在八月,根据spendingpulse万事达顾问的服务,它提供数据的万事达卡(马)交易。电子零售商百思买(另外)可能有9%到10%的销售下降,在九月下半年,根据伯恩斯坦研究分析师克雷格·莫菲特,引用公司的文件。金融危机的卷曲同业拆借和拖累股市加速在下半年的上个月。
销售等大件平板电视可能在最大的惨败,分析家说。而小马了一个新的高清电视,许多消费者模拟电视可以简单地选择子- 100美元的数字电视转换盒,因为他们装备了二月2009截止日期为digital-tv过渡。”高清晰度电视的销售可能是下一个鞋子掉下来,”他写道,在最近的一份报告。这对于城市的制造商(超),三星,索尼和LG。更少的电视购物可能反过来有影响的卫星电视供应商公司(数字电视)和网络(菜),其销售服务包是密切相关的新的电视购物,莫菲特认为。
生产高端的笔记本电脑也有担忧,罗杰说凯,创始人端点技术顾问。苹果在十月十四日说,它的剃须减价100美元的入门级笔记本电脑(businessweek.com,10 / 15 / 08)。其他厂商可能效仿或推出更多的超便携电脑,小,那么强大的笔记本电脑,可成本50美元少于200美元的笔记本电脑,凯说。到目前为止,这一类的机器”不拆散我们的笔记本电脑的销售,“马克说,美国销售总经理。也有宏基检测需求放缓,他说。
下降的消费电子行业必将影响整个电子价值链。从原材料供应商,通过对印刷电路板制造商,芯片制造商,硅铸造,计算机制造商等价值链是主要在台湾,因此,负面影响可能被放大,全球经济恶化,在台湾。
台湾科技产业的是主导产业和高科技企业占了很大一部分的加权。此外,许多台湾人有许多自己的财富在市场投资。任何市场的下滑将大大影响他们的消费意欲。
毫无疑问,会有有趣的日子为许多公司在台湾。有些行业将在猜测巩固和在短期内有可能削减和裁员,但是,当经济好转时,这些公司离开站将有很多机会。
Financial Crisis Affecting Electronics Industry
We have noted before on this blog that the electronics industry will not be immune to the downturn in the US Economy and that the financial impact will have some effect on the consumer electronics industry. Business Week recently wrote about the predicted downturn. According to Business Week:
Spending on electronics and appliances fell 13.8% in September, compared with 5.5% in August, according to MasterCard Advisors' SpendingPulse service, which provides data on MasterCard (MA) transactions. Electronics retailer Best Buy (BBY) may have had a 9% to 10% sales decline in the second half of September, according to Bernstein Research analyst Craig Moffett, citing company filings. The financial crisis that's crimping interbank lending and dragging down stocks accelerated in the second half of last month.
Sales of big-ticket items such as flat-screen TVs may be in for the biggest drubbing, analysts say. Rather than pony up for a new high-definition TV set, many consumers with analog TVs may simply opt for sub-$100 digital TV converter boxes as they gear up for the February 2009 deadline for the digital-TV transition. "HDTV sales may be the next shoe to drop," Moffett wrote in a recent report. That bodes ill for manufacturers like Sony (SNE), Samsung, and LG. Fewer TV purchases could in turn have an impact on satellite-TV providers DirecTV (DTV) and DISH Network (DISH), whose sales of service packages are closely linked to new TV purchases, Moffett reckons.
Makers of high-end laptops also have cause for concern, says Roger Kay, founder of consultancy Endpoint Technologies Associates. Apple said on Oct. 14 that it's shaving $100 off the price of its entry-level MacBook (BusinessWeek.com, 10/15/08). Other manufacturers may follow suit or roll out more ultramobile PCs, smaller, less powerful laptops that can cost $50 to $200 less than laptops, Kay says. So far, that category of machines "has not cannibalized our notebook sales," says Mark Hill, general manager for U.S. sales. Nor has Acer detected a slowdown in demand, he says.
Declines in the consumer electronics industry will definitely impact the entire electronics value chain. Right from the raw material suppliers, through to the PCB manufacturers, chipset manufacturers, silicon foundries, computer manufacturers etc. This value chain is predominant in Taiwan and therefore the negative effect of a worsening global economy may be magnified in Taiwan.
The technology industry in Taiwan is the predominant industry and tech companies make up a large portion of the TAIEX. Also, a lot of Taiwanese people have a lot of their wealth invested in the markets. Any decline in the market will significantly impact their desire to spend.
No doubt there will be interesting times ahead for many companies here in Formosa. Some industries will at a guess consolidate and over the short term there maybe cutbacks and layoffs but, when the economy improves, those companies left standing will have a lot of opportunities.
第二篇参考网页
http://www.businessweek.com/technology/content/oct2008/tc20081015_401380.htm?campaign_id=rss_daily
是啊,麻烦弄个中文出来呀,头大!